Wealth Management Assistant

 

Recruiter:

CA Financial Appointments

Job Ref:

52370

Date posted:

Wednesday, May 12, 2021

Location:

Cape Town, South Africa

Salary:

market related


SUMMARY:
My client is an established wealth management firm in the Northern Suburbs looking for a dynamic can

POSITION INFO:

My client is an established wealth management firm in the Northern Suburbs looking for a dynamic candidate to join their firm on a permanent basis. If you have experience as a wealth management assistant or paraplanner and want to gain further exposure learning from experienced advisors, apply today

Responsibilities:

  • Provide administration assistance to the advisor
  • Processing new business for new and existing clients
  • Compiling and preparation of proposals and client review documentation
  • Attend to complaints and enquiries 

Requirements:

  • Minimum of 3 years within financial services in a similar role
  • Matric and RFP 1 and 2 
  • Proficient in English and Afrikaans

Please note that if you have not heard from us 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles



 

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